3LM / Pricing
Every relationship is different, so fees are too. Here is how they work and what the relationship includes.
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Fees depend on your situation, the assets we manage and the investment strategy that fits you. We don’t publish a single number because there isn’t one that would be honest for everyone. You’ll see your fee in writing before you commit.
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A financial plan built around your goals, then revisited as life changes.
A customized, actively managed portfolio connected to that plan.
Tax, estate and risk considerations brought into every decision.
Coordination with your CPA, attorney and other professionals.
Meetings as often as you find useful, and a firm you can reach in between.
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Custody and trading costs charged by third parties, where applicable.
Legal work and document preparation by your attorney.
Tax return preparation by your CPA.
Insurance premiums and product costs.
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Your advisory agreement and our current Form ADV spell out how billing works, how fees can change and how either of us can end the relationship.
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How and when you are billed is set out in your advisory agreement.
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Any change follows your agreement and is communicated to you in writing.
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You can end the relationship. Notice and refund terms are in your agreement.
Next step
Schedule a conversation. We’ll understand what you need before we talk about scope or fees.